Wells Fargo
SHDG icon

Wells Fargo’s Soundwatch Hedged Equity ETF SHDG Stock Holding History

Wells Fargo’s Portfolio SHDG Stock Details SHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.28K Buy
+172
New +$5.54K ﹤0.01% 6102

Other funds holding SHDG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SC
Soundwatch Capital Rowayton, Connecticut $793M AUM 15.45% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo's SHDG Position: Q1 2026 in Review

Wells Fargo opened a new position in Soundwatch Hedged Equity ETF (SHDG) in Q1 2026: 172 shares worth $5.28K. The stake represents ﹤0.01% of the portfolio and ranks #6102 among its holdings.

11 funds tracked by Wall St. Rank hold SHDG as of Q1 2026.

  • Wells Fargo held 172 shares of Soundwatch Hedged Equity ETF worth $5.28K as of Q1 2026.
  • Soundwatch Hedged Equity ETF was a new Wells Fargo position in Q1 2026.
  • Soundwatch Hedged Equity ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6102 holding.
  • 11 funds tracked by Wall St. Rank held Soundwatch Hedged Equity ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.